Workspaces question · Tana Central

Workspaces question

Year old burning question - how do you think about using a CRM-type secondary workspace alongside a main personal one? Any tips on how to manage this?

Why a 2nd workspace? I want to wall off personal notes from day job notes in case there’s ever an issue where my employer wants all my work-related notes, and I want to be able to easily carve that out of my system and archive it when I escape the corporate grind someday.

What goes in the 2nd workspace? Client and deal-specific notes, meeting notes and prep, ideally AI automation that generates email drafts and PPT outlines (to feed

What goes in the 1st workspace? 2nd Brain type stuff, but also things related to the CRM. For example contacts/people notes need to be on the personal side (Rolodex stays with me when I move jobs), and I want to be able to work out of a single calendar and a single view of tasks I’m working on. I like the idea of using the Day node as a captains log that captures all the updates I made in the system that day and any other journaling I want to do.

My 1st attempt at this had too much stuff in the 2nd workspace. I built out my CRM system, but it has its own day nodes over there and its own tasks, I can’t get a single view of everything going on across both personal and day job workspaces. I’m not sure if there’s an easy way to work out of my personal Day nodes and manage tasks that exist in the other workspace, or if I need to move the dividing line and have tasks and contact notes in the personal space that are referenced from the day job workspace.

Apologies if this is answered later in the course - I’ve been through the week 1 content so far and about to watch the Q&A. My hope is that getting it in here will get it out of my head, so it’s not taking up processing cycles in the back of my brain while I go through the course. If there’s a particular lesson I need to go watch to answer this, point me to it! Thanks!

6 comments